Aspire Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Aspire Wealth Management’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.21M	Buy	224,755 +42,278	+23%	+$1.14M	3.34%	9
2024 Q2	$4.87M	Buy	182,477 +100,760	+123%	+$2.7M	2.79%	12
2024 Q1	$2.19M	Buy	81,717 +70,105	+604%	+$1.79M	1.32%	18
2023 Q4	$289K	Buy	11,612 +8,765	+308%	+$207K	0.2%	74
2023 Q3	$65.9K	Buy	+2,847	New	+$67.6K	0.05%	113

Other funds holding HFXI

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Aspire Wealth Management's HFXI Position: Q3 2024 in Review

Aspire Wealth Management increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 23% in Q3 2024, buying an estimated $1.14M and bringing the position to 224,755 shares worth $6.21M. The position accounts for 3.34% of the portfolio, ranked #9.

Aspire Wealth Management first reported a position in HFXI in Q3 2023 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold HFXI as of Q3 2024.

Aspire Wealth Management held 224,755 shares of NYLI FTSE International Equity Currency Neutral ETF worth $6.21M as of Q3 2024.
Aspire Wealth Management bought 42,278 NYLI FTSE International Equity Currency Neutral ETF shares in Q3 2024, an estimated $1.14M.
NYLI FTSE International Equity Currency Neutral ETF made up 3.34% of Aspire Wealth Management's portfolio in Q3 2024, its #9 holding.
Aspire Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2023 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.